Real estate transaction management
From contract to close, without the busywork.
Paperless Pipeline keeps every transaction organized and moving—from the first contract to the closing table.
Less data entry. Less chasing. Nothing falling through the cracks.
14 days free · No credit card · Free setup
8%
of all US real-estate transactions
1,700+
active brokerages
$1.5T
in closed volume
2009
in live production since
The real problem
One deal shouldn't live in six places.
Documents in Drive. Deadlines on a calendar. Statuses in a spreadsheet. Missing forms buried in email. Your team shouldn't have to piece the transaction together.
Paperless Pipeline puts the whole deal in one place.
Missing disclosure
1842 Oak St · due Friday
Where's the signed addendum?
Email thread #14
Inspection deadline
Tomorrow
buyer-file-FINAL-v3.pdf
Shared drive
Commission split?
Spreadsheet
Your team connects the dots.
Documents, dates, status, compliance, and commissions live in different places—and somebody has to keep them synchronized.
1842 Oak St
On trackListing agreement signed
Disclosures complete
Inspection report received
Required documents reviewed
CDA generated
Commission ModuleClosing & commission disbursement
One source of truth.
Files, tasks, deadlines, compliance, and commission information stay attached to the transaction—so everyone sees the same deal.
One deal. One record. Everyone on the same page.
Every part of a transaction, handled.
From the moment a deal comes in to the moment everyone gets paid, Paperless Pipeline keeps the work organized around the transaction.
Start every deal with the right process.
Build your checklists once. Paperless Pipeline can apply the right one based on the transaction's type, side, status, office, and other conditions.
- Consistent process every time
- Tasks assigned to the right people
- No rebuilding checklists deal by deal
Whoever runs the deal, runs it here.
Brokers, transaction coordinators, and operations leads each get the view and controls their job actually needs — in the same platform.
Broker / Owner
One dashboard across every office.
- Company-wide view of every transaction, agent, and office
- Per-office admins, checklists, and permissions
- Commission and 1099 reporting without a spreadsheet
- Audit-ready document history for every deal
Transaction Coordinator
Stop chasing. Start closing.
- Automated checklists per transaction type
- Required-document gates so nothing moves without the file
- Contract-anchored deadlines with automatic reminders
- AI contract data extraction — the file builds itself
Compliance / Managing Broker
Every file, review-ready.
- Two-stage document review with reviewer, notes, and timestamps
- Required forms per transaction type — nothing closes without them
- Full audit trail of every change, download, and share
- Per-role permissions so agents only see their own deals
Operations Lead
The system your stack revolves around.
- Native Follow Up Boss, DocuSign, Dropbox Sign integrations
- 1,500+ apps via Zapier, triggered by status change
- Free bulk migration from your current system
- Onboarded in under a week with white-glove setup
Transaction management vs. what you're using today.
Transaction management software isn't a CRM and isn't a shared drive. It runs the operational middle of every deal — the part where paperwork, deadlines, and compliance actually happen.
Most brokerages run a CRM and Paperless Pipeline — the CRM handles the lead, Paperless Pipeline handles the deal. Native Follow Up Boss integration keeps them in sync.
Be audit-ready per transaction.
Every document has a reviewer, a timestamp, and a history. Managing brokers get a queue; agents get a checklist; auditors get a complete paper trail — without a binder or a weekend of cleanup.
See how compliance worksTwo-stage document review
Reviewer, notes, and timestamp on every accepted or rejected document. Full history preserved.
Required-document gates
Deals can't advance to Pending or Closed until the right forms — Purchase Agreement, Agency Disclosure, EMD receipt — are in and reviewed.
Per-role permissions
Agents see only their own deals. TCs see their assigned transactions. Managing brokers see everything, per office.
One-click audit export
Pull a complete document set for any transaction, with review history, in a single downloadable package.
Every split, cap, and fee — calculated for you.
Set agent splits, brokerage caps, referral fees, franchise fees, and team tiers once. Paperless Pipeline generates a Commission Disbursement Authorization (CDA) for every deal and tracks year-end agent earnings for your 1099 filing.
Splits, caps & tiers
Per-agent splits, brokerage caps (annual or per-anniversary), transaction fees, and team overrides — configured per agent, applied automatically to every closing.
Commission Disbursement Authorizations (CDAs)
Generate a branded CDA per transaction with agent, co-op, referral, franchise, and brokerage lines. Email to title or download as PDF in one click.
1099 prep & YTD reporting
Per-agent YTD earnings, cap progress, and per-transaction breakdowns available all year — the numbers your accountant needs at tax time. Paperless Pipeline does not generate or file 1099-NEC forms.
What changes when your brokerage runs on Paperless Pipeline.
The shift is operational, not cosmetic. Here is what the same workflows look like before and after switching to Paperless Pipeline.
Before
Spreadsheets, Trello boards, and printed PDFs scattered across drives
After Paperless Pipeline
One operating system per deal — checklists, documents, deadlines, and conversations in a single view
Before
Admins chasing agents for missing forms the night before closing
After Paperless Pipeline
Required-document gates that stop a deal from moving forward until the right files are in
Before
A new office means a new tool, a new process, and a quarter of cleanup
After Paperless Pipeline
Clone settings from an existing office, import your transactions, and you're operational the same week
Before
Audit season is two weeks of overtime and a binder
After Paperless Pipeline
Be audit-ready per transaction, with a complete document review history of who reviewed what and when
Three principles, nine features, one platform.
Set it once. Run it forever.
Checklists, deadlines, and document rules apply themselves to every new transaction — so the system does the chasing, not your admins. Build a playbook once and Paperless Pipeline reuses it across every deal, every agent, and every office.
Built for the whole brokerage.
Spin up offices, teams, and roles in minutes. Each location gets its own admin, checklists, and permissions. Leadership keeps a clean, company-wide view across every transaction, every agent, every office.
Lives inside your stack.
A status change in Paperless Pipeline can push transaction data to 1,500+ apps through Zapier, so your CRM, accounting, and comms tools stay in sync. Native integrations with DocuSign, Dropbox Sign, and Follow Up Boss are built in.
Connected to the tools you already run.
Native integrations with DocuSign, Dropbox Sign, and Follow Up Boss, plus CSV transaction import and one-way calendar sync. Everything else connects through Zapier - 1,500+ apps, triggered by a transaction status change.
Native
Via Zapier
Trusted by brokerages nationwide.
1,700+
real estate companies
4.6M+
transactions managed
2009
in live production since
~30k
transactions closed last month
Plans start at $69/month.
No per-seat fees, no setup fees, no contracts, unlimited users.
What is real estate transaction management software?+
Real estate transaction management software is the operating system a brokerage uses to track every deal from listing to close — checklists, deadlines, documents, compliance review, and reporting, all attached to a single transaction record instead of scattered across email, shared drives, and printed folders. It replaces the spreadsheets, bolt-on document tools, and per-office workarounds that brokerages assemble by default: checklists apply themselves per transaction type, due dates calculate from the contract's own key dates, and every document keeps a timestamped review history so the file is audit-ready without a weekend of cleanup before a compliance review. Paperless Pipeline is one example of this category — in production since 2009, currently used by 1,700+ active brokerages that have closed a combined $1.5 trillion in transaction volume. Software in this category is typically priced by transaction volume rather than per user, with plans commonly starting under $100/month.
Who is Paperless Pipeline built for?+
Paperless Pipeline is built for independent brokerages, franchise offices, commercial firms, property management groups, real estate teams, and transaction coordinators who need real workflow — not just a digital filing cabinet. Customers range from solo TCs and 10-agent boutiques to multi-state operations with hundreds of agents across dozens of offices.
How long does it take to get up and running?+
Your account is usable on day one. Most brokerages are fully operational in under a week, with free setup, free admin training, and free transaction import included on every plan. Most agents are productive within their first hour because the interface is built around the way a deal actually moves.
Does Paperless Pipeline integrate with our CRM and accounting?+
Yes. Paperless Pipeline integrates natively with DocuSign, Dropbox Sign, and Follow Up Boss, and imports transactions by CSV. For everything else - your CRM, accounting tool, Slack, and 1,500+ other apps - Paperless Pipeline connects through Zapier. A status change in Paperless Pipeline can automatically update your CRM, create a bill in QuickBooks, or send a Slack message through that connection.
How is pricing structured?+
Paperless Pipeline is priced per transaction, not per user - so adding agents never raises your bill. Plans start at $69/month with no setup fees, no contracts, and no charge for free monthly backups or unlimited storage.
Is our data secure?+
Paperless Pipeline keeps a complete document review history of who reviewed what and when, with granular per-user permissions so each role sees only what it should. Free monthly backups are included, downloadable in an open, vendor-neutral format so your data is always yours.
Can I export my data if I leave?+
Yes. Every account gets free monthly backups of every transaction, every document, every note — downloadable in an open, vendor-neutral format (PDFs, CSV, and original file types). There's no export fee and no lock-in. If you ever cancel, you leave with a complete copy of your brokerage's history.
Run a live deal through it.
Set up your first transaction in minutes. Free onboarding from a real human, on a call with you.
14 days, full access·No credit card·Free setup with you